Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HEAL 4.56%
2 EDOC 3.58%
3 BKIV 2.83%
4 XHE 1.90%
5 GDOC 1.68%
6 HTEC 1.68%
7 ROBO 1.36%
8 FRTY 1.33%
9 EKG 1.17%
10 KOMP 0.93%
11 SCDS 0.84%
12 LGHT 0.79%
13 FMED 0.58%
14 MEDI 0.58%
15 MMSC 0.56%
16 BTEC 0.54%
17 FYC 0.52%
18 HART 0.50%
19 IHI 0.40%
20 FESM 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Management, LLC 3.18M (10.25%) 1.05M
Increased by +33.17%
Dec 31, 24
2 Vanguard Group Inc 3.14M (10.12%) 18.44K
Increased by +0.59%
Dec 31, 24
3 Mackenzie Investments 2.76M (8.92%) 1.34M
Increased by +48.63%
Dec 31, 24
4 Artisan Partners Limited Partnership 2.76M (8.91%) -17.52K
Decreased by -0.63%
Dec 31, 24
5 BlackRock Inc 2.73M (8.80%) 169.21K
Increased by +6.20%
Dec 31, 24
6 Capital Research Global Investors 1.64M (5.28%) -317.97K
Decreased by -19.42%
Dec 31, 24
7 AllianceBernstein L.P. 1.21M (3.91%) -55.42K
Decreased by -4.57%
Sep 30, 24
8 Holocene Advisors, LP 1.04M (3.36%) 124.02K
Increased by +11.89%
Jun 30, 24
9 State Street Corp 948.78K (3.06%) 39.94K
Increased by +4.21%
Dec 31, 24
10 BNP Paribas Investment Partners SA 900.12K (2.90%) 192.94K
Increased by +21.44%
Dec 31, 24
11 LTS One Management LP 774.75K (2.50%) -130.25K
Decreased by -16.81%
Sep 30, 23
12 State Street Corporation 769.23K (2.48%) -8.29K
Decreased by -1.08%
Mar 31, 24
13 Westfield Capital Management Company, L.P. 765.25K (2.47%) 236.96K
Increased by +30.97%
Dec 31, 24
14 Eventide Asset Management, LLC 739.41K (2.39%) 2.69K
Increased by +0.36%
Dec 31, 24
15 Geode Capital Management, LLC 731.47K (2.36%) -1.84K
Decreased by -0.25%
Dec 31, 24
16 Champlain Investment Partners, LLC 726.26K (2.34%) 59.16K
Increased by +8.15%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 709.01K (2.29%) 338.82K
Increased by +47.79%
Jun 30, 24
18 JPMorgan Chase & Co 706.81K (2.28%) -1.17M
Decreased by -165.89%
Dec 31, 24
19 BRAIDWELL LP 705.39K (2.28%) -77.17K
Decreased by -10.94%
Dec 31, 24
20 Amvescap Plc. 685.72K (2.21%) 101.72K
Increased by +14.83%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Global Growth Equity 2.93M (9.44%) 976.36K
Increased by +33.37%
Dec 31, 24
2 Canada Life US Small-Mid Cap Growth A 1.00M (3.23%) -41.02K
Decreased by -4.09%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 989.22K (3.19%) 693.00
Increased by +0.07%
Feb 28, 25
4 Canada Life US Small-Mid Cap Growth F 932.02K (3.01%) 0.00
Increased by 0.00%
Nov 30, 23
5 American Funds SMALLCAP World A 920.40K (2.97%) -219.36K
Decreased by -23.83%
Dec 31, 24
6 iShares Russell 2000 ETF 822.23K (2.65%) -7.15K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 799.09K (2.58%) 651.00
Increased by +0.08%
Feb 28, 25
8 Sands Capital Global Growth A USD Acc 679.65K (2.19%) -64.73K
Decreased by -9.52%
Feb 28, 25
9 American Funds New Economy A 627.56K (2.02%) 0.00
Increased by 0.00%
Dec 31, 24
10 Capital Group New Economy Comp 627.56K (2.02%) 0.00
Increased by 0.00%
Dec 31, 24
11 Artisan Mid Cap Investor 622.96K (2.01%) -44.15K
Decreased by -7.09%
Dec 31, 24
12 Artisan U.S. Mid-Cap Growth 622.96K (2.01%) -44.15K
Decreased by -7.09%
Dec 31, 24
13 Champlain Small Company Fund, LLC 581.11K (1.87%) -3.40K
Decreased by -0.58%
Feb 28, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 475.92K (1.54%) 672.00
Increased by +0.14%
Feb 28, 25
15 Eventide Gilead N 464.25K (1.50%) 1.69K
Increased by +0.36%
Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 448.90K (1.45%) -2.79K
Decreased by -0.62%
Feb 28, 25
17 Bridge Builder Small/Mid Cap Growth 433.45K (1.40%) 9.65K
Increased by +2.23%
Mar 31, 25
18 JPM Global Healthcare C (acc) USD 419.61K (1.35%) 0.00
Increased by 0.00%
Jan 31, 24
19 CS (Lux) Digital Health Equity SB USD 415.00K (1.34%) 0.00
Increased by 0.00%
Feb 29, 24
20 Old Westbury Large Cap Strategies 389.58K (1.26%) 36.45K
Increased by +9.36%
Jan 31, 25